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Disclosery

PKS Advisory Services, LLC: FDRR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PKS Advisory Services, LLC on FDRR, newest first. How the timeline and the estimate are built.

PKS Advisory Services, LLC held 5,062 FDRR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,062 shares
    Change vs previous 13F -4,464 shares

    0.05% of the 13F portfolio, value $328,453.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,526 shares
    Change vs previous 13F -314 shares

    0.13% of the 13F portfolio, value $560,164.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,840 shares
    Change vs previous 13F +127 shares

    0.14% of the 13F portfolio, value $600,413.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,713 shares
    Change vs previous 13F -1,039 shares

    0.13% of the 13F portfolio, value $601,033.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,752 shares
    Change vs previous 13F -6 shares

    0.15% of the 13F portfolio, value $583,298.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,758 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $537,384.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,808 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $555,310.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).